⚠️ Please note that the following functionality is only available to Administrators and Monitors.
-
The User Summary Report makes finding out who's in your Company and what Group they belong to quickly and effortlessly. Running this report regularly will give you an idea of who has been added and removed from the system. This report can be done on your entire Company or just a few select Groups where changes happen frequently.
You can generate a User Summary report as a Company or Group Administrator. In order to do so, ensure you are in either the Company or Group tab and select 'Reports'.
Next, you can start by selecting the Privilege type of Users, and the Groups that you'd like included with your report (by default these are all selected). When you're ready to proceed, select Create to generate your report.
While you again have multiple ways to view, print, or export your Report, the User Summary Report benefits more than the other report types by being exported to Excel. Because Excel allows you to view all users by the information attached to their profiles, viewing in Excel makes auditing all accounts very easy at a glance.
Related Articles